Excel Power User Module 7: Introduction to PivotTables

Course Details

Date

Tuesday, November 12, 2019

6:00am – 8:00am
(Registration: 5:30am)

Field of Study

Technology

Course Number

4193096B

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

Excel Power User Modules 1-6 or knowledge of the topics covered.

Description

The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.

Materials are provided as an ebook.

Highlights

  • PivotTable basics
  • Row fields
  • Value fields
  • Column fields
  • Filter fields
  • Updating data
  • Groups and subtotals
  • Value formats

Objectives

  • State the process to create a PivotTable report.
  • Identify the four PivotTable report layout areas.
  • State which type of PivotTable field will create report filters.

Designed For

Accounting and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$60.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$94.00
Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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